Weā€™re thrilled to introduce a powerful new feature that gives you complete control over your report layouts ā€” Select and Reorder Report Sections!
Key Highlights:
  • šŸ› ļø Tailored Report Sections:
    Now you can choose which sections to include in your reports, ensuring that only the most relevant information is presented to your audience.
  • šŸ”„ Easy Reordering:
    With our intuitive drag-and-drop functionality, you can easily rearrange report sections to create a flow that best suits your narrative and objectives!
  • šŸ“Š Enhanced Customisation:
    Customise your reports to highlight key metrics and insights first, making it easier for stakeholders to grasp the information that matters most.
  • šŸŒŸ Streamlined Reporting Process:
    Save time and enhance clarity by structuring your reports according to your preferences, allowing for more impactful presentations and discussions.
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How to Access Select and Reorder Report Section:
  • Go to 'Prospecting' tab
  • Click on any prospect and go to View Report
  • Proceed to ' Sections' option to select and reorder report section of your choice.
  • Click on "Apply" to save and apply changes to the report. The changes will be applied to both External report and PDF.
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Why Youā€™ll Love It:
This new feature empowers you to highlight report sections that align with your goals and priorities. Whether youā€™re presenting to clients, stakeholders, or your team, you can now showcase your data in a way thatā€™s engaging and easy to understand.
Dive into the Select and Reorder Report Sections feature today and take your reporting to the next level! šŸ’ŖāœØ
Curious to Learn More About This Feature? šŸ”
Explore our Support Document!
We love hearing your ideas and bringing them to life!
ā¤ļø Share your thoughts on Prospecting Tool in our Ideas Board! šŸ’”.